Caterpillar shares owned by Advisory Alpha
Historical chart of Advisory Alpha investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Advisory Alpha
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 3.5k | 366.49 |
| 2023-12-31 | $1.1M | 3.9k | 295.70 |
| 2023-09-30 | $1.0M | 3.8k | 273.03 |
| 2023-06-30 | $1.3M | 5.4k | 246.07 |
| 2023-03-31 | $945k | 4.1k | 228.83 |
| 2022-12-31 | $988k | 4.1k | 239.60 |
| 2022-09-30 | $684k | 4.2k | 164.11 |
| 2022-06-30 | $609k | 3.4k | 178.80 |
| 2022-03-31 | $766k | 3.4k | 222.74 |
| 2021-12-31 | $685k | 3.3k | 206.64 |
| 2021-09-30 | $344k | 1.8k | 192.18 |
| 2021-06-30 | $399k | 1.8k | 217.79 |
| 2021-03-31 | $425k | 1.8k | 231.99 |
| 2020-12-31 | $346k | 1.9k | 182.01 |
| 2020-09-30 | $2.5k | 1.9k | 1.29 |
| 2020-06-30 | $257k | 1.8k | 142.54 |
| 2020-03-31 | $160k | 1.4k | 112.90 |
| 2019-12-31 | $196k | 1.3k | 146.86 |
| 2019-09-30 | $189k | 1.6k | 119.47 |
| 2019-06-30 | $282k | 2.1k | 136.23 |
| 2019-03-31 | $250k | 1.9k | 131.20 |
| 2018-12-31 | $229k | 1.8k | 128.80 |